Ab ye sab ho kaise raha hai?
Asal mein, India ki government ne July 2025 mein rules change kar diye. Pahle sabhi coal power plants ko FGD system lagana compulsory tha, par ab lagbhag 78% plants ko isse chhut mil gayi hai. Isse Mitsubishi Power jaise companies ka business outlook pura change ho gaya, aur ab Farakka project mein unka interest kam ho gaya hai.
Settlement Amount Ka Hungama!
Main point ye hai ki dono companies ke beech settlement amount ko lekar badi disagreement hai. NTPC, Mitsubishi Power India se incomplete project ke liye ₹1,200 crore se zyada maang raha hai. Wahi, Japanese firm ne around ₹720 crore ka settlement offer kiya hai. Dekho kitna bada gap hai! Negotiations chal rahi hain taaki unfinished work aur delays ko lekar liabilities settle ho sakein.
NTPC Mazboot, Mitsubishi Power Financially Struggling
Ek taraf NTPC hai, jo India ki sabse badi energy company hai aur financialy bahut strong hai. Iski market value lagbhag ₹3.95 lakh crore hai aur analysts isko 'Strong Buy' bol rahe hain, target price around ₹424.88 de rahe hain. Iski revenues bhi ₹1.88 lakh crore ke aas-paas hain March 2025 mein. Dusri taraf, Mitsubishi Power India, jo Mitsubishi Heavy Industries ka part hai, woh financial problems se guzar rahi hai. Parent company se help milne ke baad bhi, MPI ko losses ho rahe hain aur net assets negative mein hain. FY25 mein iski revenue sirf ₹298 crore thi.
Power Sector Mein Competition Aur Market Ka Scene
Power sector mein aur bhi players hain. Jaise BHEL, jo thoda struggle kar raha hai, aur L&T, jo ek badi infrastructure company hai aur iska financial profile bhi mazboot hai. Lekin ye jo FGD installation ka market tha, policy change ke baad woh bahut shrink ho gaya hai. Ab aise projects pe zyada revenue nahi dikh raha.
Final Scenario
Basically, Mitsubishi Power ka Farakka se nikalne ka plan policy change aur company ki khud ki financial aur execution problems ki wajah se hai. Farakka project mein delays pehle se hi the, aur ab market bhi chhota ho gaya hai. NTPC ke liye yeh mamla manageable hai, par MPI ke liye situation challenging hai, unko future mein dusri technologies par focus karna padega.
